Cost Sheet Views

In addition to opening and viewing a cost sheet within a project or shell, you can create your own views with filters, groupings, etc. to modify the default view of the cost sheet. Upon navigating to the cost sheet node in the new interface, a Views option is available after the Add Column option. This is similar to how views are seen in Business Process logs in the Standard interface.

When the cost sheet is created from the source template, the sheet has only one view. This view is the Default view, which is selected from the View dropdown. You can also select the Create New View option to create new views or the Manage Views option to manage (Rearrange or Delete) existing views from the View dropdown.

Similar to BP logs in the Standard interface, the View dropdown within the cost sheet log is followed by the Edit View option.

Creating New Cost Sheet Views

When you choose Create New View, a New View window is displayed. A View Name text box with New View as the default value can be seen at the top of the window. Validations are performed to ensure that the view has been given a unique name.

The View Name text box is followed by the Cancel, Apply, and Save options. If you choose Cancel, then the creation of the new view is cancelled and you are brought to the previous view in the cost sheet. If you choose Apply, then the changes in the New View window are applied while the overlay window remains as is. If you choose Save, then the new view is saved and loaded into the cost sheet.

There are four tabs below the View Name text box, including: Columns, Filters, Group By, and Sort By.

Columns Tab in the Create New Views Window

The three sections under the Columns tab are: Available Columns, Selected Columns, and Lock after Columns.

In addition to the previous sections, there are three options located between the Selected Columns section and the Lock after Columns section. These options are: Group Management, Group Selected Columns, and Delete Group.

For a new view, the Available Columns section displays a list of all the columns from the Default Cost Sheet view. Cost Code and Cost Name columns are not available in the list because they are part of all views by default. The columns that you have view restrictions for are also not available in the list.

In the case of a new view, the list in the Selected Columns section is blank. You can select one or more columns from the Available Columns list and move those columns to the Selected Columns list. The following tooltip is next to the Selected Columns label: “These columns will be seen in the view. The last column in this list will not be available for locking.”

Note: If you select Apply or Save without choosing a column from the Available Columns list, then a view with Cost Code and Cost Name columns is created.

If you choose one or more columns from the Selected Columns section and select the Delete Group option, then the following message is displayed: “Only Groups can be Deleted.”

When you select multiple columns and then select the Group Selected Columns option, a dialog box that contains a Group Name text box is displayed. You can enter the group name and save that group name by selecting the Save option. In order to create a column group, you must enter a name into the Group Name text box. The max character limit for a group name is 255 characters.

Upon choosing the Group Management option, a new window that shows the created groups as tabs is displayed. You can enter or edit the Group Title, but know that the Group Title is a mandatory field. Along with the lists of Available Columns and Selected Columns in the Group, there are also two checkboxes. You can select the Show last column when group collapsed checkbox as well as the Collapse group by default checkbox.

The Available Columns list displays the columns that exist in the default view of the cost sheet. One or more columns can be selected from the Available Columns list and moved to the Selected Columns in the Group list. Columns that are apart of another group are italicized. Each group must contain at least one column, as empty groups are not honored. You can re-order the columns in a group by selecting any of the arrow options.

Once you create a group, the group is displayed in the Selected Columns section of the previous window with a Column Tree icon and the group name. This group name contains a hyperlink that takes you to the Group Management window and selects the previously selected column.

All changes are saved upon selecting the Save option.

The Lock after Columns section contains a Left Lock after column dropdown and a Right Lock after column.

If you choose a column in the Left Lock after column dropdown, then the list for Right Lock after column displays the remaining columns from the Selected Columns list. For example, if there are 20 columns in the Selected Columns list and you choose column 4 in Left Lock after column, then Right Lock after column displays columns 4-19. Another scenario is if you select column 19 in Left Lock after column, then Right Lock after column displays column 19.

The Left Lock after column dropdown initially displays every column from the Selected Columns list, except for the last column. None is selected in the dropdown by default. When None is the value in the dropdown, it means that no column has been chosen to be locked from the left side of the sheet.

This Lock dropdown contains a list of entries from the Selected Columns section. No group columns are displayed.

For the Right lock after column dropdown, None is selected by default. When None is the value in the dropdown, it means that a right lock column has not been chosen for the view. The remaining values in the dropdown consist of a dynamic list that gets populated based on the value chosen in the Left Lock after column dropdown.

Filters Tab in the Create New Views Window

For both Tree and Flat Structure cost sheets, there are three sections in the Filters tab, including: Cost Code Segment, System-Defined Cost Attributes, and Sheet Columns. The Cost Code Segment section displays each cost code segment as an attribute that can be used to apply filters to the cost sheet. The System-Defined Cost Attributes section displays all “uuu” data elements from the Cost Attribute form in uDesigner. The Sheet Columns section displays all columns from the cost sheet in order.

Note: Filters get applied to only leaf-level codes within the cost sheet. Summary cost codes do not show up in the filter results.

Group By in the Create New Views Window

The dropdown in the Group By tab displays all attributes from the Cost Attribute form and all cost code segments.

Sort By in the Create New Views Window

In the Sort By tab, all the columns from the default cost sheet are available.

Managing Cost Sheet Views

Similar to BP logs in the Standard interface, the Default view and all the manually created views are available in the Manage Views window. This window has the same features as other logs, which also have the Views feature within them.

Editing Cost Sheet Views

Similar to other logs in the Standard interface, the view name is read-only in the Edit View window. The view name is followed by the options available for cancelling the edit action, saving changes, and saving the view with a new name, or Cancel, Apply, and Save. When you select Save, a small overlay form is displayed where you can save the view with a new name.

Functionality within Cost Sheet Views

In the Default view, you can perform any of the actions listed below:

When you perform any of the above actions, the prefix of the view name becomes Modified. The Edit View option is disabled. Therefore, you cannot save the Modified view.

The remaining gear menu () for the rows and columns remain as they are in the Standard interface of the cost sheet. All of the toolbar options remain as they are in the Standard interface of the cost sheet. You must save any modifications that were made to the Default view without changing the view name to Modified.

In a manually created view, you cannot perform any of the actions listed below:

When you select a value in any of the cost sheet cells, the General tab in the right pane is displayed as read-only.

You can drag and drop columns to any place on the cost sheet. When this action is performed, the prefix of the view name becomes Modified. However, in the case of a manually created view, you can select Edit View and ultimately choose Cancel, Apply, or Save after making modifications in the Columns, Filters, Group By, or Sort By tabs.

After the View drop-down, there are many available options from the Standard interface of the cost sheet, including: Refresh, Print, Find on Page, Expand/Collapse, Menu Options—Row Coloring, and Currency. If you make changes to the Row Coloring or the Currency of the cost sheet, these changes are not saved to the view.

The Group By options that are within the view definition are visible as a grouping section with the appropriate rows grouped in it. Each group, along with its appropriate rows, displays an additional column that shows the group’s name before the Cost Code column. There is no column header for this grouping column.

When a Group By option applies to the view, the group’s summary row displays the summary value that is based on the Total option in the column’s properties.

A special case for creating views is the addition of a few columns. After creating a view, your administrator can take away your permissions to the columns that you added. When you try to open the view, those columns are no longer visible. The Edit View window does not show the columns in the Selected Columns section nor the Available Columns section.

Menu Options in Worksheet

A typical Cost Sheet log (<Project or Shell> > Cost Manger node > Cost Sheet sub-node) has the following types of sheets when you switch the view of the log from default to another type of view (View > Group by Type):

In the Group by Type view, the records are grouped under each category.

When you open the project cost sheet (Cost Sheet), when it is locked, you can use the Menu Options (the three horizontal line drop-down icon) to perform the following actions for the project cost sheet:

The Menu Options (the three horizontal line drop-down icon) and sub-menu options are not available for work package (Work Package) records.

When you open a worksheet (Worksheet), you can use the Menu Options (the three horizontal line drop-down icon) to perform the following actions for the worksheet:


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Last Published Monday, April 11, 2022